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Tracy Kasing

Regimen Wealth, LLC

Atlanta, GA

CRD 8209100

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Employer firm

Regimen Wealth, LLC CRD 309672

$365M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Regimen Wealth, Llc

3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-29
  • GA RA
    APPROVED
    Since 2026-01-29

Branch Locations

3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regimen Welath Llc Atlanta GA 04/2023 Present
Rose Animal Hospital Roswell GA 05/2022 04/2023
University Of Georgia Athens GA 08/2017 05/2022
River Ridge High School Wodostock GA 08/2013 08/2017
  • 04/2023 → Present
    Regimen Welath Llc
    Atlanta, GA
  • 05/2022 → 04/2023
    Rose Animal Hospital
    Roswell, GA
  • 08/2017 → 05/2022
    University Of Georgia
    Athens, GA
  • 08/2013 → 08/2017
    River Ridge High School
    Wodostock, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

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